Blog

January 7, 2026
Family seated around a table with estate planning documents in the foreground, suggesting a thoughtful conversation about wills and legacy.
January 7, 2026
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Warren Buffett Estate Planning Advice on the Costly Mistake Families Keep Making

When most people in Ontario think about estate planning, they think about documents. Wills. Powers of attorney. Beneficiary designations. Those are essential, but one of the most important parts of estate planning rarely shows up on paper at all. It’s the conversation families either have… or avoid. This importance of this conversation is one we so often impress upon our clients. There is a long-held […]
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December 19, 2025
Executor Step by Step Guide
December 19, 2025
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The Executor’s Handbook: A Step-by-Step Guide to Estate Administration in Ontario

This guide will walk you through the role of an executor, the legal responsibilities involved, and the step-by-step process of administering an estate in Ontario. Whether you are researching for yourself, assisting a loved one, or preparing to draft your own will, this article offers a practical and comprehensive overview tailored to Ontario law.
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November 4, 2025
November 4, 2025
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Joint Tenancy vs. Tenants in Common in Ontario — What’s the Difference and Why It Matters

Owning Property Together in Ontario When two or more people buy a property together in Ontario, the way ownership is structured has real legal and estate consequences. The two most common types of co-ownership are joint tenancy and tenancy in common. While the difference might sound technical, it determines what happens to your share of the property if you pass away — and whether that […]
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Read more - Joint Tenancy vs. Tenants in Common in Ontario — What’s the Difference and Why It Matters
August 29, 2025
Avoiding Probate In Ontario
August 29, 2025
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How to Avoid Probate Tax in Ontario Without Expensive Mistakes

If you’ve ever typed how to avoid probate tax in Ontario into Google, you’ve likely found no shortage of “tips” and “hacks.” Joint ownership. Gifts. Trusts. Transfer everything to your child by bedtime, before the government gets everything. Several times a week, clients tell us about a magical solution they’ve heard from a neighbour, someone at church, an uncle, or even a stranger at a […]
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July 24, 2025
Hollywood vs Reality and the Reading of the Will
July 24, 2025
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The “Reading of the Will” is a Myth – And Why That Matters for Your Family

The "Reading of the Will" myth vs. estate planning reality. The truth is there’s no dramatic will reading — just paperwork, responsibility, and more paperwork.
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